Categories
Links

Weekend Mega Linkfest:20 November,2015

Some off beat reads for the weekend:

India & Pakistan are victims of self-induced myopia (Salman Khurshid)

Gossip:Who will replace Amit Shah? (GossipGuru)

The financial angle behind Sheena Bohra’s murder (Quint)

Girish Karnad:The many masques of the playwright (Sandeep)

The badlands of Meghalaya (Swarajya)

Life as a drone operator (Guardian)

Paris Attacks:The John Oliver Response (YouTube)

Terrorism does not have a religion,but terrorists do (Tarak Fateh)

Ending blowback terrorism (Jeffrey Sachs)

The Dadri Truth-Personal Grudge twisted into a Communal Killing (Quint)

Food Fight between Hindus and Muslims in Indonesia (Caravan)

Romania:The murderers next door (Guardian)

The Silicon Valley Suicides (Atlantic)

Travelogue: Murshidabad (TeamBHP)

Startup:Namastecraft (YS)

 

Categories
CoatTailing

Portfolio of Wasatch in India

This post is in continuation of my coat tailing series (see here)

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

Wasatch is a well known FII investor in India.

Its  investments in India aggregating around Rupees 600 Crores  as on 30 Sept,2015 as per Stock Exchanges is given below:

 

Company Name Symol Entity Date End # of Shares % Value (In Crores)
City Union Bank Limited CUB WASATCH CORE GROWTH FUND 201509 6656038 1.11 59.17
Jubilant Foodworks Limited JUBLFOOD WASATCH SMALL CAP GROWTH FUND 201509 1491986 2.27 226.63
Marksans Pharma Limited MARKSANS WASATCH EMERGING MARKETS SMALL CAP FUND 201509 9906602 2.42 100.7
Natco Pharma Limited NATCOPHARM WASATCH EMERGING MARKETS SMALL CAP FUND 201509 349737 1 89.8
Persistent Systems Limited PERSISTENT WASATCH EMERGING MARKETS SMALL CAP FUND 201509 819689 1.02 54.43
Repco Home Finance Limited REPCOHOME WASATCH EMERGING MARKETS SMALL CAP FUND 201509 915120 1.47 62.87
Categories
Links

Linkfest:November 20,2015

Some stuff I am reading today morning:

Baltic Dry Shipping Index hits a all-time low (Economic Collapse)

China has a $1.2 Trillion Ponzi problem (Bloomberg)

3 Rules of selling stocks (Saurabh Mukherjea)

Online frauds in Flipkart,Uber,Foodpanda (ET)

Top 10 Value Picks by GEPL (RJ)

Compounded Annual Returns for Individual Stocks (Big Picture)

How to kill a Unicorn (DR)

The “fading affect” bias (BA)

How Amazon’s long game created a retail juggernaut (NYTimes)

Go an “app diet” to reduce losses (AR)